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Advisory Network

At our firm, we have the client—and only the client—in mind.

Serving as your financial partner requires not only a complete and detailed understanding of your values and priorities, but the expertise to tailor an investment vehicle that is both comprehensive and robust. That’s why we support our deep financial knowledge with a diverse team of wealth management specialists with insight in:

  • Growing and preserving wealth
  • Securing retirement income
  • Managing taxes
  • Managing risk
  • Transferring wealth
  • Philanthropy
  • Higher education
  • Executive and business solutions

Among the Baird specialists we work with on a regular basis:

Scott Grenier, CFP®, AEP®

Scott Grenier, CFP®, AEP®

Manager of Estate Planning

Kathy Carey, CFA®

Kathy Carey, CFA®

Director of Asset Manager Research

Laura Thurow, CFA

Laura Thurow, CFA

Executive Director of Wealth Solutions and Operations

Tim Steffen

Tim Steffen

Director of Tax Planning

Ellen Rexroat

Ellen Rexroat

Muni Bond Trader

Erica Kroll

Erica Kroll

Insurance Specialist

Heather Osborn

Heather Osborn

Manager, Financial Planning

Laurence Kluth

Laurence Kluth

Manager, Equity Compensation Planning

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